Updating Your Site in Hearsay Sites

An advisor or agent can request changes to a Site from either the Home tab or the Manage Site tab.

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To request changes to a Hearsay Site, click on Request Changes net to the site you want to edit.

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You will then see what your current Site has (on the left of the screen) and what your Requested Changes are on the right side.

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To add more fields to your site, click on +Add More Fields

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  • You may be presented with an option to add additional material to an existing section or a new fields that you've added. For example, there might be an Add to Team Members option (1).
  • Once a section is added, it must be populated with the necessary fields associated with it. You can upload a file or image, such as a team member photo and content within a section (2).
  • Use the remove option or arrows in the top right corner of the section to remove a section or change its location in the Site hierarchy (3).

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  • Adding PDFs: Add PDF files to your site when requesting changes and send the file to compliance for review. After it’s published, customers can open the PDF from the site.

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*For compliance purposes, the PDF file is treated the same as an image uploaded to your site.

**This feature is only available on the newest version of Sites and is off by default.

  • Adding Podcasts: Upload and play MP3 audio and send the audio file to compliance to play and review. When it’s published, customers can stream the podcast on the site.

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*For compliance purposes, the audio file is treated the same as a video file uploaded to your site.

**This feature is only available on the newest version of Sites and is off by default. 

After making your updates, click on Submit Request to send your requested changes to your admin team for review.

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Preview Changes to a Site

To preview the changes you have made, select Preview Changes at the bottom of the page. A red bar at the bottom of the page will display when viewing a site in Preview Mode.

 

 

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